3.0 Accounts and Transaction Process


Creating an Account


  1. To create an account select "Accounts" on your left.
  2. Click on Create an Account to the right of the search bar.
  3. Each account is to a unique email address. 
    • Note: Email is required to be entered when creating an account from the public side. Internally it can be skipped but keep in mind it does make it easier for the public to go back and login. Remind them, contact preferences for Organization Emails can be edited/removed as desired. 
  4. Enter in required data and any additional account members.

  5. For public users - keep permissions assigned as public user. For staff members - select the appropreiate user type.

Learn more about User Permissions and Creating and Managing Security Center.


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